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李彦宏称健康AI产业应为倒金字塔结构
Bei Ke Cai Jing· 2025-11-13 06:06
Core Viewpoint - The AI industry is transitioning from an unhealthy "pyramid" structure to a healthier "inverted pyramid" structure, as stated by Baidu's founder, Li Yanhong [1] Group 1: Industry Structure - The current AI industry resembles a "pyramid" where the chip layer captures the majority of value, while the value captured by chip manufacturing models is only 1/10, and the application value is an order of magnitude smaller [1] - This structure is deemed unsustainable as chips do not directly generate value; rather, applications do [1] Group 2: Future Vision - A healthy AI industry should be structured as an "inverted pyramid," where chip manufacturers earn significant profits, but the models developed should generate 10 times that value, and applications based on those models should create 100 times the value [1]